HomeMy WebLinkAbout97-00400
I' \'l'l I,)' POADATlSO'DIAYHAmRI213119'CHICKHIRI
~'J\t.,~_ INHERITANCE TAX RETURN ~o'v:=~yU~:~Dn IS CLAIMID I
"",ifj;t RESIDENT DECEDENT flU NUMIIR
COMMClNWfAl'H Of PH<Nmv",,^ (TO BE FILED IN DUPLICATE ' I 1'1
tI~':R~:fJ:r..Wn1~:~:, .. ,. '.. WITH REGISTER OF WILLS) COU~;~ CODE . ..YEAR
.,.. ., - .-.. Wi;!;;',~,:~~r ":)',',;':;:-,:"'0011 "m;Aii~--~----_u _~U___U__]''';I~;'''';':~:\:~;':~_ ;1:~,~(~-~I.1. Wal1lut II~:~-to:-;;~-'Ir)
15 ;ociAt ",W''',''lU''ii. - - 'IDAlE 0; tlfAllt IClAH Of IUIlIIl '. - (;11 r I j H.1 U I . P^ I 70 I J
~ ,~!i~..JI.-2351 U _....., ... 1-13..97[. ...._ .]-23-02, ... C"~~'r....(;1lJTIh.UIA1liL-__--_--u---"
co 1" '=,,:'~"""""\OIOO~": """ "", ':'~'" .~"". "'''''''_ "'(lA< "'"""' N"'"'' . u... 'MO"N~,,:lV': :\H~N\~R~~'~::___________ ..
~ IX] 1. Original R.,u," [I 2, Supplemental Relurn U 3 Remalnde, Relu,n
,,!!i'" I'or dote, 01 death prior to 12.13-821
~I~ LJ 4. lImlled eslale 1..1 40. Fulvre lnterell Compromllo LJ 5, federal Ellal. Tax Return Requlrod
~ ::I (10' d"IO. 01 death olte, 12.12,82)
a:I [] 6, Decedent Died retlrUe r J 7. Decodent Maintained (j living TruU ~ 8. Telal Number of Safe Oepotll BOKtU
IAlloch copy of Willi IAlloch copy 01 Tru"1
II 'PON!> . AND CONflD.NTlAL TAlC IN~RtMTlON '~OULO" 1IIIlICUIHOI,
- ...... C M L E M ~ AODRI!SS -
~~_A~Wel_g.1~!___Ell(ltJ~.I'-"___________~__ "11A26HK1.. WE1KGI1,E ANSD PERKINS
THfPHONf NUMIHR ..a 8 t . ng . t ~~~
.1_ 71! )..___~}~_7~~~=~~="=" _SI~iP.P.ensburl\. PAc-; '17257(-1
.
RllV. I~on O( + VqAI
AL
:iJffi
l:iCO
..2
"IC
2
e
=s
E
~
hl
or:
1. Real E,'ote ISchedul. AI
2, Slocks and Bond, (Sch.dule B)
3, Clo.ely Held Stock/Po,'nOllhlp InlO'OI'ISch.dul. C)
4. Mortgages and Notet Rltcelvable (Schedule D)
5. Cash, Bank Deposlls & Miscellaneous Ponone! Property
ISchedule EI
6, Jolnlly Owned P,oper'y ISchedule 1'1
7, Tranlle" ISchedul. GllSchedule LJ
8. Tolal Gron Assetlllotal Lines 1.7)
9. Funeral Expenses, Admlnlltratlve Cads, MhceUanoous
eKpenle. (Schedul. H)
10, Debh, Mo,tgoge Llobllltle., lI.n, ISchedule I)
11. Total Deductlonl 110101 line. 9 & 10)
12, Net Volue 01 ellol.ILlne 8 mlnu, line 11)
13. Charitable and Governmental Beques" (Schedule J)
14, Net Value Sub Ie" 10 TaK (line 12 mlnu. line 13)
15, Spou.al Tron,f... (for do'e. of d.oth ofte, 6.30.94)
See Inltrucllonllor Applicable Percenlage on Reverse
Side, I'ndude volue, from Schedule K 0' Schedule M,I
16, Amount of line 14 taKable 01 6% rate
lInclude valu81 from Schedule K or Schedule M.)
17, Amount of line 14 taKable 01 15% role
llnclude values from Schedule K or Schedule M.)
18. Prlnclpaltox due IAdd tOK from Llnfls 15, 16 and 17.)
19. Credits Spousal Poverty Credit Prior Payments
II: (
NUMaEH
"'K:~--):~\\:fu,; .,t'
_~ ::0
. ~'~
111_ ----~--.---~--_.--________
(2 I ----____,_______,_______.~_
( 31____---'--~___
(41_____~__
(51_______
(61 ___ 746.44
(7)__
5.925.87
:...
-'
I
I',)
{..I,)
l~
--..J.,
In t:.
2
..
>=
~
ie
IE
'"
'--'
S
+
( 81
746.44
191
110)
111) 5.925.87
112) (5.1)9.43)
(131
114) (5.179,ru
115)
1161______
1171
...._)(,_.11II
x .06 m
__x .15 =
118) NONE -- INSOLVE~!~__
Discount
lnlerell
+----.-------
(191
(20)
20. If line 19 Is greater thon Lino 18, enler Ihe difference on line 20, This lIthe OVERPAYMeNT.
110
21. If Line 18 Is grtHller thon tine 19, enler Ihe difference on LIne 21. This Illhe TAX DUE, 1211 .._____._..________.___~
A. Enler the Inlerosl on Ihe bCllanee due on UJltl21A. (2IA) ____..____.~_~_....._u__...___._
n, EnlfH Ihe 10101 of LIne 2\ Clnd 21 A on line 21 B, This Islhe BALANCE DUE. 121 Bl .. .__.__._.______.________.__.~..~._.
n~__n_~~!_~.~~!~~_~~!~I!_!.~_~_~!_!~!!._r_(If W~_I!~!_~~~.~t___ ~..._..____._____ .. _~_
.' . .. ..- BE SURE YO ANSWER ALL QUiSTIONS ON RIVERSE SIDE AND TO RECHICK MATlf<(" ... ,
Under penahlfu of pBrlury, I declare tho! I hovo exominod Ihll relurn, Including occampclIlying "nodultls and slolemenll, and 10 ,he besl of my knowledge and belief,
lIls Irue, I and campi te, I declme thc. -all real eslole has been roparled 01 Irue markel value. Declaration of preparer olher Ihan Ih" perlonal represenlallv8 II
bene I ormotio w h 01 any knowlodge.
~, -AT ",- ,- .. .. . .- li~~:~:~I~l'rJ9 ^':lr~'u 1)~tv~,I'Q~U.h~~~;:~,~~~-L.l620:1;~0rk7-=~
I\., W.dgll'. I~() 1';LKj!1g_~L" ~h1l!ll-\:lltlblln:------l'A__j 7liL~(~zZ:2-2_n
C"oc~ hUf(~ If you (Ill' rNluc~lmg u ,~funcl of you I ovelpClynll'nl
lIf"I~\1 rKt i'.It)
. SCHEDULE H
h~;':91\ fUNERAL EXPENSES,
COMMONW!A;r~ O;';INNIVlVANIA ADMINISTRATIVE COSTS AND
INIII~I~~1Wc',~I~~'N MISCELLAN~OUS EXPENSES _.. ___ PI!!.!! P,ln'_o!:'!ypo
IITATlO' . --'~~___"0:~_~-'R~--::t-:o-r--~-- ----- -- - - -<<-<---'r._~~1AI::_ =,__<___~-~~
ITEM
NUMBER
DESCRIPTION
AMPUNT
__.._____ .,_______,_.~~~...'.'_r.'_.~.__....__._...._. ___
A. Punt,ol hpon'''1
8.
2.
1.
Foge1ssnger-Bricker Funeral lIome
~,425. .50
1.
Admln'.',atl"o CO"'I
Personal Representative Comml"lon.
Social Security Nvmber of Personal Reprelentatlve.
Year Commllllon. paid __
Attorney Fees Mark. WeIgle and Perkins
125.00
3, Family Exemption
Claimant _~ Relatlon.hlp
Addre" of Clalm,."t at decedent'. death
Street Addrell
4.
C.
1.
2,
3.
4,
5.
6,
7.
8.
City
ZIp Code
State ..
Probate Fee.
MI...llan.ou. hp.n.ell
RegIster of Wills, Cumber1snd County - filing Insolvent PA'
Inheritance Tax Return
Thornwald Home - final statement
10.00
346.59
OrthoP7dic Surgery of Carlisle - final statement
Dr. Paul Dalbey - final statement
11.78
7.00
TOTAL (AI.o enter on Iln. 9, Recapitulallon)
(If mar. .po.. I. n..d.d, In..rt additional .h..h 01 .am. .....)
S 5,925.87
J5~' /11.. /.?
BUREAU Of INDIVIDUAl. TAKES
IHIIHII IANCl UK IlIVISION
UlIII. 7/106111
IIARIll!illtJIHl, PA I f1l8'OhOI
(~
CDMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~il.
Ifet.~'
NOTICE OF INHf.RITANCE lAK
APPRAISEMENT, Al.t.DWANCE OR DISAL! OWANCI'
Of DEDUCTIONS AND ASSfSSHINT OF TAX
111 I'" H '" 111-\11
08-11-97
WITMER
01-13-97
21 97 - 0400
CUMBERLAND
101
(~, ",~A~~,~!'-L~~~If t,~~::~:1
1_ __u__.mJ
MAKE CHEOK PAYABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: is/;"i - Eit. AFP- - f 03-: 9'ir NoT" i CE- -oF - "fN'il ER if A tic E" YAX - A-PPR Iii S EHEN T ~- -A L l"owANcE" iili.." -- -.. - - - -.. - -.. -..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HELEN S FILE NO. 21 97-0400 ACN 101
DATI
ESTAT! OF
DATI OF DEATH
FI~E NUMB!R
OOUNTV
ACN
HELEN
S
JERRV A WEIGLE
MARK ET AL
126 EKING ST
SHIPPENSBURG
ESQ
PA 17257
WITMER
08-11-97
ESTATE OF
DATE
TAK RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Real F.stote (Schedule A)
2. Stocks nnd Bonds ISchedulA 81
3. Closely Hdd Stack/Partnl&n.hip Interest (Schedule C)
4. Harig.ges/Notes Rftceivable (Sche~ul. 01
S. C~u;h/BI,"k Oapos! t Il/Hisc, Persnn"l Property (Schedule E)
6. Jointly Owned Property (Schedule fJ
7, Tr.n~fer. ISch~dul. GJ
e. Tohl Auets
I CHANGeD
,DO
,DO
,DO
,DO
,OQ..
746.44
.00
(8)
NOTE: To insure proper
credit to your Rccount,
lublllit the upper portion
of thl. for" with your
tax paYtt8nt,
III
12 )
13 )
(4)
IS)
(6)
(7)
746.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E)(p.ns..s/Ad~l, Costs/Misc. Expen... (Schedule HJ
10. Dabts/Hortgllge liabilitias/l,ians (Schedule IJ
11, Total Deductions
12. H.t Value of rllK Return
]3. Ch.rit.ble/Gov.rn~enta1 Beque.to (Schedule J)
14. Het Value of Estate Subject to T.x
5.925.87
,DO
I II)
(12)
(13)
(14)
(9)
(lO)
~.q~5 87
5.179,43-
,DO
5.179.43-
If all aBSe5sment wa. issued previously, lines
reflect figures that include the total of ~
ASSESSMENT OF TAXI
1S. AIIlount of Line 14 at Spo'-lsal
16. Alltu'lnt of Lin. 14 hxabl. at
17. AIIlount of Line 14 taxable at
18. Principal T.)( Due
TAX CREDITS I
PAYHENT
DATE
14, 15 and/or 16, 17 and 18 will
returns a.se..ed to oate.
.00 K .00,_" .00
,00 K ,06, .00
,DO K .15, .00
(18) . DO
NOTE:
rlllta
lin.al/Class A rat.
Coll.t.r~l/Clas. 8 rat.
(lS)
(16)
(l71
RECEin----T--' DISCOUNT 1+)
NUMBER INTEREST/PEN PAID 1-)
AMOUNT PAID
TOTAL TAX CRED~ ~IOO!
BALAN~E OF T:X ~~L~-= _' DO
~:~:i;~~L A~~~!.E~ 'I=~===- : ~;=-
IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULAT~ON OF ADDITIONAL INTEREST.
RESERVATIONl
PURPOSE OF
NOTlCEl
P^Vt1ENTI
RH'UHO (CR) I
OBJECT IONS I
ADHIN
ISTRATlYE
CORRECTIONS I
DISCOUNT I
PENlllTYl
HUEREST:
~ (~~1'
("T)
C'~
~
... ~-
{'-:}
rq
r I"
nJ~i.. ofd~'ti.nh dVl~ on or 'b. for. Dlc..blr 12, '1982 .~ If any future tnt.rut In tn. e,tat. II tra!:1.ferrld
In Po.....lon or enjoW~ to Clt.. 8 (collaterftll blneflclarle. of thl decedent aft~r t~. .MPJr~tlon of-Ioy e.tlt. fOr
l1f. or for y.ar'l the eOI_onwe.lth hereby eMpr...ly rQ'ervI. the right to appral.e and ...... trlnlfir Inhlrltencl Tawel
at the lawful Clll.. B loolhtlr.ll I'Gte on any luch 'uture Interl.t.
To fulf111 the rtquJrtM.ntl of Section 2140 of the Inhtr1tllnct ,md Eltat. law Act. Act 21 of t9ljS. {12 P,S.
SeoUon 91401.
Detlloh the top portlon of this Notioe nnd .ub/lllt I/lth your paYllllnt to the Rlghtlr of Willi prlntld on thl rlvert. ildt,
--Hike c:heok or lllonflY order payable tal AEOISTE'R OF HILLS, AGENT
A refund of Il taw arldltl whloh waf not rlquuhd on thlt Tal( Returnl "'"Y bll requ8lted by oOIlPlet1ng an "Appllcltllm
for R.fund of Plnnlylllanla Inh.rltancl and [stat. Taw" (REV~UI3l. Applloatlon. IIrl allllllabl. It the Office
of the Reglst.r of Wills, IIny of the 73 RIII.nUI Dl$trl~t Offl~esl or by calltng the special Z4~hcur
Inlwlrlng 11I'IIJC:8 nUlllbor. for forllll orderlngl In Ponnsyl\lnnla 1-8ilO':56Z~l050, out.Jdo Ponnlylvnnltl Dnd
wJthln looal Harrisburg ar'HI (/11) 'IB7-BOfJ41 fOil. (717J 772-2252 (lIoarlng llI1palr.d Only),
Any party In Int.r..t not .atlsfl.d with thl apprnJslll1lntl allowance or disallowance of deducttonsl or a.......nt
of tal( (,inoludlng dhoount or Interest} as .hown on this Notlcl Illu.t objlot within slwty 1601 day I of rloelpt of
thlt Notlol by:
~uwrJtt.n protut to the PA O.part..ent of R'Vft:'ll,ll, Board of Appeals, Dept. ZlIl021, Harrlsburgl PA
--.l.otJon to have 'the IIltt., dltarllJned at I'll,ldlt of the acoount of the purlonal r.,.r.u.ntaUII',
.~Bpp.al to the Orphans' Court.
OR
\712a~102I,
OR
rlotus! Irrorl dl.ooll.rld on thJ. a"I,.Ment Ihouid ba lIudr"'ld In writIng tal PA D'Plrtlllnt of R.lllnu.,
Burlau of Indlvldu.1 TaItU, ATTNI Po.t A..I....nt R.1l11w Un)\' Dlpt. Z1I0601, Hllrrltburg, PA 171211-0601
Phone (717) 781-6505, S., pege S of tha bookl.t "In.truotlon. for Inh.rlhnc. TaK R.turn for I Rutdlnt
Oec.d.nt" (REV-1501) for an 'I(planlltlon of ad.lnlltratill'IY oorrectabl. Irror'.
If any taw due I. paJd within thr.. (S) oll.nd.r lonthl aft.r the dlc.d.nt'. deeth, a filiI paro.nt (5%) dl.count of
the tDK paid J. allow.d,
Th. 15% taK a~.sty non~p'rtiolpatlon p.nalty II co.put'd on the tot.l of the tax and Intere.t .......d, end not
paid b.for, January 181 1996, the flr.t day aftlt the .nd of thl ta~ aMn.sty p.rlod. Thi. non~partlclp.tlon
penaity I_ appealabl. in thl 8alll lIann.r and in the the .a.. tl.e p.rJod al YOU would Ippeal tne taM and Int.relt
that h.. b.en a.llst.d at Indlcat.d on this notlo..
Inter'lt 1. ohargld b.~lnnlng with flr.t day of dtltnqulnoy, or nlnt (9) Month. and on. (1) day fro. the date of
de.th. to th~date of pay.ent. TIM" which b.OIM. d.llnqu.nt blfor. January 1, 19112 b.ar Ihter.st at the rate of
.he (6%) peroent per annulll ooloulat_d at a dlll~ rate of ,000164, All toxu Ilhtch b.oallle deUnquent on and .tt.r
January I, 1982 will blar lnt.rest at a ratl which will lIary fro. oallndar y.ar to o~llnd.r y..r with that rat.
announoed by the PA Departll4lnt of Rlllenue. Tht applloabl. int.rlllt ratu for 1982 through 1997 ar"
'!!.!r Interlllt Ratl pally Interest FlIotot Y.!!r lnterelt Rlt. Dally lnterut Factor
1982 20% .0005(,8 t9117 " .000247
19U 16% .000438 19aa~1991 11% ,00uOl
1984 llX .000301 1992 9% ,000Z47
1911S 13% .0003!i6 1991-1994 7% ,000t92
1986 to% .000274 1995~1991 9% ,000Z47
--Interut II calou1eted .. followll
INTEREST. S^LANCE OF T^K UNP^ID X NUnSER OF DAYS DELINqUENT K DAILY INTEREST FACTOR
".Any Notice ltsu.d after the taw bloo... dellnqulnt wJll r.'lect an Int.rut calculatlor. to flfte,.n I1S} day.
blyond the date of the uuullent. If paYlll.nt I. Illld. aft.r the Inter."t tOIllPutatlon de.t. shown on the
Notlc.. addltlnnal Inter..t IIU.\ b. caloulllt.d,